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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,387 | $102,595-86.0% | $94,057-84.7% | $154,746-90.7% |
| Participation rate | 90.5% | 76.0%+14.5pp | 73.3%+17.1pp | 80.7%+9.8pp |
| Annual return | 41.38% | 583.42%-542.0pp | 480.62%-439.2pp | 172.34%-131.0pp |
| Employer contribution / active EE | $691 | $3,147-78.0% | $2,933-76.4% | $4,379-84.2% |
| Participant deferral / active EE | $3,506 | $5,118-31.5% | $4,709-25.5% | $6,730-47.9% |
| Admin fee / account holder | $2,477 | $7,736-68.0% | $7,244-65.8% | $14,365-82.8% |